Loading...
HomeMy WebLinkAbout03-0723 PETITION FOR PROBATE and GRANT OF LETTERS James F. Boggs No. F'~/-03--9~ ~ Estate of' To: also known as Register of Wills for the Deceased. County of Cumberland in the Social Security No. 398-05-65~'0 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor named in the last will of the above decedent, dated August 23 ,19 95 and codicil(s) dated August 15, 2000 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 26 West Main Street. Newv~_l-le, PA 172/.1 Newville Borough (list street, number and muncipality) Decendent, then 90 years of age, died November 17 XI~ 9000 , at Shippensburg Health Cantor.. .qh~ppon~h ,,r, Tnwn=h~p; PA Except as follows, decedent did not marry, was not divorce~d and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent was married to Lera C. Bol~gs. She died on March 22, 1983, Decendent at death owned property with estimated values as follows: 800 o 00 (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subScrioeu r- ' ,- / _a. ~' /~-~¢~re me thi('-~ 3r¢'~_ · day of/'~ t~' ~ Donna M. Otto, 1st Deputy Kegtster ~~4./~~ff,. NO. 21-2003-723 Estate Of James F. Boggs , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW September 3rd, ~fgK 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 23, 1995 and August 15, 2000 described therein be admitted to probate and filed of record as the last will of James F. BoKKs and Letters Testamentary ; Richard L. Webber, Jr., Esquire are hereby granted to Probate, Letters, Etc .......... $~IB..IlO~ Richard L. WEbber, Jr., ~/49634 Short Certificates(O ) .......... $ -0- ATTORNEY (Sup. Ct. I.D. No.) ~ .Codicil ....... $ 1 fl_ ~o- x-Pages (3) $. 9.00 JCP ~ . $. 10.00 ADDRESS 126 East King Street, Newville, PA 17241 Filed .~p~a~rlae~ .3,20113 ,.. $... 47.,§0. Total PHONE (717) 532-7388 Mailed letters to Attorney on 9/3/03 FIRST CODICIL I, JAMES F. BOGGS, of 26 West Main Street, Newville, Carlisle, Cumberland County, Pennsylvania, do hereby make this as a first Codicil to my Last Will and Testament dated August 23, 1995. 1. I hereby revoke paragraph SECOND of my Last Will and Testament dated August 23, 1995 and insert the following in its place: "SECOND: I give and bequeath all of the contents in the house located at 26 West Main Street, Newville, PA, to my son, DANIEL D. BOGGS. I give, devise and bequeath all of the remainder of my estate equally to my children, on a per stirpes distribution basis." 2. In all other respects, I hereby ratify, confirm and republish my said Last Will and Testament dated August 23, 1995, and the same is incorporated by reference herein. IN WITNESS WHEREOF, I have hereunto set my hand to this First Codicil to my Last Will and Testament this [~t~' dayof ~f,-.s~P ,2000. WITNESS: J~[s F. Bongs ' d Ct Sworn or affirmed and acknowledged before me by JAMES F. BOGGS, the Testator, this __ day of "~'"" - '(t,-? ~ ~ ~ , 2000. ' ~OT~mln. sr~. ' IllCl~ L ~BI~IL IlL ~O~ll~'nlBt~ i AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA · · SS. COUNTY OF CUMBERLAND ' WE, Pr~,'c)~..t~ ~, and t:2kv-~q ~ ~-~C,,._[ ~'c~' , the witnesses whose names are attached-to "the foregoing document, being duly qualified to law, do depose and say that we were present and saw JAMES F. BOGGS sign and execute the instrument as his First Codicil to his Last Will and Testament dated August 23, 1995; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the First Codicil as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence· Swom or affirmed and subscribed before me by /,~.-, l. e lc' ~- (3e~e~ ! 3~- and /4,,-,--;, ~. J~),~ this /~t~ dayof /'~z ~--(4- ,2000. NOTARIAl SFAL I I~'HARD L WEBBEP~ JR., NOTARY HJBUG F:\User Folder\Firm Docs\Wills\ I 614- ljtb.codicil.wpd [ Ik"WVILLE BORO.. CUMBERLAND COIJf(It' !~ · MYCOMMI~ION EXPIRES MAY ~i, gOO2 2 LAST W~LL AND TES~A.EN~ al" 03-7~3 I, JAMES F. BOGGS, a resident of the Borough of Newville, Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I hereby direct my Executor, hereinafter named, to pay all my just debts and funeral expenses as may conveniently be done after my decease. SECOND: I give, devise and bequeath all my estate, be it real, personal or mixed to my children, or their heirs, equally, share and share alike. THIRD: I hereby nominate, constitute and appoint RICHARD L. WEBBER, JR., Esquire to be the Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and Testament, consisting of one (1) typewritten page, this ~3'~ day of ,.,~,-- , ~9~. ES F. BOGGY, TeStator In our presence, the above-named Testator signed this and declared it to be his Will, and now, at his request and in his presence and in the presence of each other, we sign as witnesses: STATE OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : I, JAMES F. BOGGS, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act for the purposes therein expressed. ~AMES F. BbGGS We, having been duly qualified according to law, depose and say that we were present and saw JAMES F. BOGGS sign the foregoing instrument as his Will; that he signed it as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing and at his request signed the Will as witnesses; and that to the best of our knowledge he was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testator and by the witnesses whose names appear opposite on this ~ day of ./,.-,] ~..~ , 1995. Notary Public l' HELEi~! ~,~H LILENBERGF--~ "1 ~. 'PA 17241 This is to certeS' that the information here given is correctly copied from an original certificate of death dui)' filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 6959707 NOV 8 2000 No. ~ Date ~tos. l~R~.. 2,a? COMMONWEALTH OP PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS ..t CERTIFICATE OF DEATH James F. ,.Male 3. 398 --05 -- 6570 . 11/17/00 Boggs . ~ ,. ?. Kentucky ~ Shippensburg Health ~ ~.~c~.. ~te Cumberland Shippensburg Center .~.o ~ SUS,.ES~,.~.V ~O~C~.,. O~s ~C~ ,.Widowed ,,.. Minister ,,~. ~,m .'. I,,. 12 I 26 West Main St ,~s,~ ,~ Newville, PA 17241 ~'~ ,~.~Cumberland ~* ~,.~.~,~,~ Newville ,,. George Boggs ~~C' ~'~ ~s~ Daniel Bogqs O~E~S~,~. ~~~%~~1~ PA 17241 c~,.O . .... ,,,,.0 ~.~,.~' ~. ~.... ~ c~. c....,~ i~..~..,.,..~ ~1,,~11/21/00 Hanoverdale Cemetery Hummelstown PA 17036 21a. ' 121e' 121d. , ..................On the basil of examination and/or Investigation, in my opin on, death occurred at the time, date, and p;ICe, and due to the clu~(s) I~ ~,,~ ...~ ~b[-~ ._-~r,r~.~v~- · . 1N RE: JAMES F. BOGGS, LATE : 1N THE COURT OF COMMON PLEAS OF OF BOROUGH OF NEWVILLE, CUMBERLAND: CUMBERLAND COUNTY, PENNSYLVANIA COUNTY, PENNSYLVANIA, : ORPHANS' COURT DIVISION DECEASED : ESTATE NUMBER 21-03-0723 CERTIFICATION OF NOTICE UNDER RULE 5.6 {a) Name of Decedent: James F. Boggs, deceased Date of Death: November 17, 2000 Will No. 2003-00723 To the Regi~ster: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 5, 2003: Daniel D. Boggs George Arlin Boggs 26 West Main Street 705 Atlantic Avenue Apartment 211 Newville, PA 17241 Alameda, CA 94501 Ronald James Boggs Delores Benion Robinson 316 Whitebrick Place PO Box 1904 Wenatchee, WA 98801 Aberdeen, WA 98520 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: Signature Name: Richard L. Webber, Jr., Esquire Address: Weigle & Associates, P.C. 126 East King Street .. Shippensburg, PA 17257 Telephone: (717) 532-7388 . . Capacity: X__Personal Representative Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 NameofDecedent: JAMES F. BOGGS Date of Death: NOVEMBER 17~ 2000 Will No.: _. 2003-00723 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court OrlJhmns' Court Rules, I report the follo~aing with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes Iii No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: SEPTEMBER 1, 2004 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No [-] b. The separate Orphans' Court No. (if any) for the Personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [-] No [--]. c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 'Date: i)t~cio;/'Signature RICHARD L . WEBBER, jR., ESQUIRE Name 126 East King Street Shippensburg, PA 17257 ~<~... Address cw ~ 5r-'.. (717 532-7388 Telephone No. CaCacity:, ____~ Personal Rev~ [-~ Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 WEBBER RICHARD L JR ESQUIRE 126 EAST KING STREET SHIPPENSBURG, PA 17257 RE: Estate of BOGGS JAMES F File Number: 2003-00723 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/17/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge I,....,\:r- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 WEBBER RICHARD L JR 126 EAST KING STREET SHIPPENSBURG, PA 17257 RE: Estate of BOGGS JAMES F File Number: 2003-00723 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's deatht shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/17/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~}~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge . i "1"" i~."'- WEIGLE & ASSOCIATES, P.e. Attorneys-at-Law 126 EAST KING STREET SHIPPENSBURG, PENNSYL VANIA 17257-1397 JERRY A. WEIGLE Associates JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 weil:!leassocia tes(a)earthlin k.net November 17,2005 Cumberland County Register Of Wills Office 1 Courthouse Square Carlisle, P A 17013 RE: James F. Boggs Estate 2003-00723 Dear Ladies and Gentlemen: I have enclosed a Status Report Under Rule 6.12, as well as copy. Please docket the original and return a time-stamped copy to me in the enclosed self-addressed stamped envelope. Thank you for your attention to this matter. Sincerely, WEIGLE & ASSOCIATES, P.c. "~ Richard L. Webber, Jr., Esquire o ( ; ~~WfPaf Enclosures .,l:'- ~ ( ~ ~2 ~:~ LLIL',. d~1~ 0::: o (,"0 LlJ C~:'::~_" (~::~;) ("-.J LL! C) El~~ ;.-: - '........' \, Date: C) .- I oIFl",,- c;:( co ::r..:a. o ---",., .,,:;;-... t.r.> CJ (::.:.';::> C"-I Register of"\ViHs of CunibeI'land County STATUS REPORT UNDER RULE 6.12 Name of Decedent: James F. Boggs Date of Death: November 17,2000 Estate No.: 2003-00723 . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No IX! 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: May 1, 2006 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 11/17/2005 -{U . 1 ( --- Signature Richard L. Webber, Jr., Esquire ~ 'l!" u__ U Name 126 East King Street Shippensburg, PA 17257 ~:::U)"'- rr- -. '-1..--7 -. :=J< U::1:: Q- CC o Address (717) 532-7388 Telephone No. Capacity: I!l Personal Representative - Executor o Counsel for personal representative ~Jc Cumberland County - Register Of WillE: One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 11/09/2006 WEBBER JR RICHARD L WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257-1397 RE: Estate of BOGGS JAMES F File Number: 2003-00723 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 11/17/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: .TameR F _ ROEW:: Date of Death: November 17, 2006 Estate No.: 2003-00721 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No Gl. 2. If the answer is No, state when the personal representative reasonably believes that the administration will be'complete: June 10. 7007 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 11/17/06 .~ '~L/( ~--1 Signature ~ N ~ Richard L. Webber" Jr., Esq. Name 126 E. King Street Shippensburg, PA 17257 Address ~:( f-Cl. cr: ' :::;JC u- C) C. Oc)" ffi ~ ~S -l :t cc <...) CL ;:rS cc -.;; 0::5 (J (17) 512-71RR Telephone No. JC 0... r- > o z u::> = = c--.J Capacity: 0 Personal Representative , I am the Executor o Counsel for personal representative J REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) !z I Boggs, James F ~ DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) ~ 11-17-2000 I 03-15-1910 ~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) FILE NUMBER II COUNTY CODE YEAR SOCIAL SECURITY NUMBER 398-05-6570 03 0723 NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Povert:,- Credit (date of death between . 12-31-91 and 1-1-95) w .... ><::;!;<Il oD:><: wlLO :cOO oD:.... lLID lL < ~ 1. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o o o o 2. Supplemental Return o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11.Election to tax under Sec. 9113(A) (Attach Sch 0) .... z w c z o lL <Il W D: D: o o NAME Richard L Webber, Jr., Esquire FIRM NAME (If applicable) Weigle & Associates, P.C. TELEPHONE NUMBER 717-532-7388 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) z o i= :S ::::l l- e: < () W D:: COMPLETE MAILING ADDRESS 126 East King Street Shippensburg, PA 17257 (1 ) (2) (3) (4) (5) (6) (7) None None None None o :IJ ) "" ..~~~ :: (J) /~ JQO -) ~d -'f"; :n 12. Net Value of Estate (Line 8 minus Line 11) 795.65 None 27,550.00 :i.{a ) (9) 1,693.50 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 20. D (11 ) (12) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate. 0.00 x .00 (15) z or transfers under Sec. 9116(a)(1.2) 0 (16) i= 16. Amount of Line 14 taxable at lineal rate 26,652.15 x .045 ~ ::::l a.. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :i: 0 () 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) >< x ~ 19. Tax Due (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2002 form software only The Lackner Group, Inc. OFFICIAL USE ONLY ......., = = c:r> t::l m c-> ~r) ,"t, (") C.) ~~:.} CJ In CJ (~ "~r"f _" -'n ,- c-=:S rn N -0 :x N w2 8, ~-4' s:;~ 5 CD 1,693.50 26,652.15 0.00 26,652.15 0.00 1,199.35 0.00 0.00 1,199.35 Form REV-1500 EX (Rev. 6-00; Decedent's Complete Address: STREET ADDRESS 26 West Main Street CITY Newville [STATE PA IZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 1,199.35 0.00 Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 1,199.35 1,199.35 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;............................................................................. [J b. retain the right to designate who shall use the property transferred or its income;................................ 0 c. retain a reversionary interest; or...................................... ...................................................................... 0 d. receive the promise for life of either payments, benefits or care?........................................................... [J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......................................... ...............................................n..................... ~J 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................................................................................... 0 [!J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Richard L. Webber, Jr. /1::/ /( '-- SIGNATURE OF PERSON RESPONSI No [!J [!J [!J [!J 126 East King Street Shippensburg, PA 17241 j~ I;; (2'{; ADDRESS DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Richard L We~ber, Jr., Esquire /-v/ A. ADDRESS DATE 126 East King Street Shippensburg, PA 17257 (L/I~(D(, For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P .S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .5. ~9116 (a) (1.1) (i1)]. The statutedoes not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2)[72 P .5. ~9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Boggs, James F FILE NUMBER 21-03-0723 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Shippensburg Health Care Center - Refund 585.51 2 Shippensburg Health Care Center - Remaining funds in account 210.14 TOTAL (Also enter on Line 5, Recapitulation) 795.65 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleE (Rev. 6-98) Rev-1510 EX+ (6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Boggs, James F FILE NUMBER 21-03-0723 ESTATE OF This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. . ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. 1 Real estate together with improvements thereon 30,550.00 100.000 3,000.00 27,550.00 - located at 26 West Main Street, Newville Borough, Cumberland County, PA 17241- (Valued at county assessed value of $30,550.00 multiplied by common level ratio of 1.00) TOTAL (Also enter on Line 7, Recapitulation) 27,550.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleG (Rev. 6-98) REV-1151 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Boggs, James F Debts of decedent must be reported on Schedule I. FILE NUMBER 21-03-0723 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Weigle & Associates, P.C. 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 47.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 146.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 1,693.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleH (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Boggs, James F FILE NUMBER 21-03-0723 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland County Register of Wills - Filing fee for inheritance tax return 15.00 2 Cumberland Law Journal - Legal Advertisement 75.00 3 Valley Times-Star - Legal Advertisement 56.00 Subtotal 146.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH-B7 (Rev. 6-98) REV-1513 EX+ (9-00) . SCHEDULE .J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Boggs, James F NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a}(1.2}] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-03-0723 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Daniel D. Boggs 26 West Main Street Newville, PA 17241 Son One Hundred Percent 27,550.00 Total 27,550.00 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleJ (Rev. 6-98) i::.::~."1 H J 1::. Ui" ..1 HI'H::.;:; J:3UL'l;..;::o t.~l t:J ..:~ .i. ~.;.t Facillty= 0000086 ReglsteT NO. /934 FnC.l.l...ITY .l.io.j,}DIC;C DrilL INVOl~E DLSCR10TION AMUUNl .... .... .... ..._.... .... .... _... ,._. .... .... .... .... _... .... '.... .". ,," ..., .... p-' .... .... .... .... .... .... ,,_ .... _._ u_ .... .... ..... .... .... ........ ..., .... .... .,.. .... 'n. .... ... .... ,.., .", .... .... .,,, n'. ".. .... .... .... h.' ....... .... .... ._. .... .... ........ .._. .... 0G-SHI0PENSBURG HErllTH CrlRE C l.l./:I.l/~~j~~) \:>C",t':.1 !:.~.i E~ ~;5 n ~.:.i :1. nCCOUNiS PAYABLE mS~curit tnhanct,d doc'llmtn,. See bllck or detllils.[fi " '" J i " SHIPPENSBURG HEALTH CARE CTR RFMS PEnY CASH ACCOUNT 121 WALNUT BOlTOM RD. SHIPPENSBURG. PA 17257 2629 DATE 65-7198/2550 93 DOLLARS lD .............. ~-" .....M'*" CHEVY CHASE BANK CHEVY CHASE. MAR'iU\ND 20815 q~/tJ!!;2........... FOR C iJ)5J- CtlCtJ LUl.f :Jttt~t(' S Ilea ''ff~ III 00 2 b 2 1:1111 I: 2 5 5 0 7 ~ 1:18 ~ I: FacetWin Screen Print for assess01, from ICAMA_Login" 12/7/2006 2:21:20 PM NEIGHBORHOOD: 626 CUMBERLAND COUNTY ASSESSMENT OFFICE 2000 BASEYEAR CONTROL # 27000126 SD: 1 PARCEL: 27-20-1754-164. I SPEC ID: LOT: L---., Tback: DISTRICT: 27 - NEWVILLE BORO NORTH Short Name LAST NAME FIRST NAME C/O NAME ADDRESS1 ADDRESS2 POST OFFICE: STATE & ZIP: BOGGS, DANIEL D BOGGS DANIEL D I I I I PROPERTY TYPE: R I I I I SALES DEED BK/PG.....00221-00302 DATE OF SALE...05/16/2000 SELLING PRICE: 1 26 WEST MAIN STREET NEWVILLE PA 17241 Situs: 26 W MAIN Prop Descrip.: LAND DESC: LAND LAND USE TYPE:. DEEDED ACRES: STREET I CURRENT VALUES I J Assessed Fair Market L, FMV - 30550 L - 15000 I C&G - B - 15550 I approved? -> T - 30550 I LESS THAN 1 ACRE 101 .10 Screen 1 Enter Selection > Number -Switch Screens, X -Exit, J -Jump Mode, Down Arrow -Next Entry, Up Arrow -Previous Entry, Record: 282 F -Forms, I -Image ? -Screens, B -Browse ':IlJMr,~DMt'IA.~I.I"'I.""'" ')S )"tJ () '] O?J /1t1 ~ Parcel No.:27-2o-I754-164 THIS DEED fl. MADE THE /5 day of (VI" '7 in the year two thousand (2000). BETWEEN JAMES F. BOGGS, widower and single man, of Ship pens burg, Cumberland County Pennsylvania, hereinafter referred to as: Grantor, AND DANIEL D. BOGGS, married. of 26 West Main Street, Newville Borough, Cumberland County, Pennsylvania, hereinafter referred to as: Grantee, WITNESSETH, that in consideration of ONE AND NOli 00 ($1.00) Dollar in hand paid. the receipt whereofis hereby acknowledged. the said Grantor does hereby grant and convey to the said Grantee. his heirs and assigns: ALL that certain lot of ground together with improvements thereon constructed. the said lot of ground being situate on the South side of Wesl Main Street, in the Borough ofNewville. Cumberland County. Pennsylvania, more particularly bounded and descrihed liS Iilllnws: ON the North by West Main Street; on the East by property now or lomlerly of Kenneth Heffelfinger: on the South by Glehe Alley: and on the West by West Street. HA VING a frontage on said West Main Street of 25 feet and extending in depth at an even width 180 feet to said Glebe Alley. BEING improved with a two and one-halfstory frame dwelling house, frame stable on the rear of said lot and other improvements, and being known as and numbered 26 West Main Street. BEING THE SAME REAL ESTATE WHICH LERA LUTTRELL BOGGS and JAMES F. BOGGS, husband and wife. by deed dated February 25. 1976 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book L-26, Page 768, granted and conveyed to LERA C. BOGGS and JAMES F. BOGGS, husband and wife. The said LERA C. BOGGS having died on March 22, ]983, title to the same remained vested by operation of law solely in her surviving spouse, JAMES F. BOGGS, widower, who is the Grantor herein. M{)1. 221 PAGE 302 ......:..-.. _.-._--~- -.--......- " .. .' THIS IS A TRANSFER FROM PARENT TO CHILD AND IS THEREFORE EXEMPT FROM PENNSYLVANIA TRANSFER TAX. AND the said Grantor hereby covenants and agrees that he will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantor has hereunto set his hand and seal the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF ~1, ~ /~ '~~ff 8~(SEAL) ClAMES F. DOGGS (J~ ~ ._. ~ E \i'\.~ -c _' r. ...... :.... en ~_. -.::l =:I ':..) . g ::.~ ~.~ c:. t.,;1 ~ . ~ :~ m;..:.. r":) -4 m M -t: -;-:~~ o -a );0 COMMONWEALTH OF PENNSYLVANIA ) ): ss. ) COUNTY OF CUMBERLAND fl.. On this, the IS day of /""l~ 7 . 2000, before me, the undersigned officer, personally appeared, JAMES F. BOGGS, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. li.:"~.l&:" ~ ";;;~:~::. :~f:~,iJl~:",,~.lI.Y.ii"'~.!t> ...."-~...,,.. "":~~~"r I hereby certify that the precise residence and complete post office address of the within Grantee is 26 West Main Street. Newville, PA 17241. ~ rt~-~/.z 4- Attomey for Grantee BOOK 221 PACE 303 .' COMMONWEALTH OF PENNSYL V ANlA ) ): ss. COUNTY OF CUMBERLAND ) RECORDED on this I (0 day of (/111-f A. D. 2000, in the Recorder's Office of the said County in Deed Bookdq} . Page .'S',,~ . Given under my hand and the seal of the said office, the dale above wrillen. ~.1#== Recorder Richard L. Webber, Jr., Esquire LA W OFFICE OF MICHAEL J. HANFT 19 Brookwood Avenue, Suite 106 Carlisle, P A 17013-9142 (717) 249-5373 ..:;,:"~ .. ~~.......... .:~~--'>I' '1':!P$\9~~~'Y .~ .~~I'~\~~',;j~"~,~,,V'~_~, ,.j 1.,,".#'~":'~;.f!l(~lm~:.<<; .~~~~. ''1''~''''''II..'i' . .,.. ..".... .... . :'~;~~::\~~~lI"l1'i ':.4'~~llC::;' . ',.". .~o.~R~. BOOK 221 rACE 3(14 r..-......... .... FIRST CODICIL I, JAMES F. BOGGS, of26 West Main Street, Newville, Carlisle, Cumberland County, Pennsylvania, do hereby make this as a first Codicil to my Last Will and Testament dated August 23, 1995. I. I hereby revoke paragraph SECOND of my Last Will and Testament dated August 23, 1995 and insert the following in its place: "SECOND: I give and bequeath all of the contents in the house located at 26 West Main Street, Newville, PA, to my son, DANIEL D. BOGGS. I give, devise and bequeath all of the remainder of my estate equally to my children, on a per stirpes distribution basis." 2. In all other respects, I hereby ratify, confirm and republish my said Last Will and Testament dated August 23, 1995, and the same is incorporated by reference herein. IN WITNESS WHEREOF, I have hereunto set my hand to this First Codicil to my Last Will tt. + and Testament this /5 day of /I ,-~.......f ,2000. / WITNESS: ~ (_ ~J~ 0' ~~ (; ~~ 1. es F. Boggs I ~Mf: It~ . Sworn or affirmed and acknowledged before me by JAMES F. BOGGS, the Testator, this -;1.. ~ day of /Tvt Iv S r ,2000. J ~ r: /l~J~ NOTARIA SEAl. RICHARDt WEBBER,JR. NOTAfft'PUBlIC NEWVILLE BORG., CUMSauNO COUNTY MMISSIO AY 0 AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND WE, f'\'(/~e-Ie C I Be>se~1f~ andAVY\'-{ [. ~-S(^...\ ;QS , the witnesses whose names are attached to the foregoing document, being duly qualified to law, do depose and say that we were present and saw JAMES F. BOGGS sign and execute the instrument as his First Codicil to his Last Will and Testament dated August 23, 1995; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the First Codicil as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~_ 1. \~~/~ () (S ~-IIll..e:t~ ~ Jtfet/-d;~ ~ Sworn or affirmed and subscribed before me by /1 ""''7 13- )I..-J/....1 this ISf~ day of -"""' '(' 1-.('/,.. ~ . A vL --( +- ;' flNI~/f~ and ,2000. :::LLL /{, ~ffi-( F:IUser FolderlFirm DocsIWiIIsIl614.ljlb.codicil. wpd 2 LAST WILL AND TESTAMENT I, JAMES F. BOGGS, a resident of the Borough of Newville, Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I hereby direct my Executor, hereinafter named, to pay all my just debts and funeral expenses as may conveniently be done after my decease. SECOND: I give, devise and bequeath all my estate, be it real, personal or mixed to my children, or their heirs, equally, share and share alike. THIRD: I hereby nominate, constitute and appoint RICHARD L. WEBBER, JR., Esquire to be the Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and J}t .I Testament, consisting of one (1) typewritten page, this day of /1\/.1 ...,.$+ , 1995. t?!-n~ AMES F. BOGG (SEAL) ~ "' ~,~~~~~~~_~'" ~- ~ '<_ " _'. ~ ~~~ ' ~ . ~ ' ~tb~"~'~~ ~qi~JJ{!(f:-~~:'" Lj"~ " ,,~d:.~~Vt1 ~~;', "_~l~<d~)~~~",};"~inrt$~~~t)~I"," if ~-.,,_~~.~.~"tl t)f;:C'~f""~~,,,~~l~~;~"~:~1"~)~..t~\:~~ \''''1,-.1 l ___ ~___~_.i....::...:..~~~~~~~'kfk: t'~"""J ~('~;~.&~b..t_____~~~~""~--------~"""'~~--- ---~-- In oUr presence, the above-named Testator signed this and declared it to be his Will, and now, at his request and in his presence and in the presence of each other, we sign as witnesses: t:fvt,L,Q;-aILp ) c. ;nL-ClULP j!~0 ~ q.GJ;d STATE OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, JAMES F. BOGGS, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act for the purposes therein expressed. ;Ja~-f: 13~ ~AMES F. BOGGS, Tes~ator We, having been duly qualified according to law, depose and say that we were present and saw JAMES F. BOGGS sign the foregoing instrument as his Will; that he signed it as his free and voluntary act for the purposes therein expressed: that each of us in his sight and hearing and at his request signed the Will as witnesses; and that to the best of our knowledge he was at the _-__~~~~~~!~.~~~~i~::~_____ time 18 or more years of age, constraint or undue influence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testator and by the witnesses whose names appear opposi te on this J-~""~day of /! \/j Iv s '1- I 1995. &/d- /.'5 )-L&~K' Notary Public CElEN B-:8HDlENBERGEI\ .\ .. OistriC'.,1 ..!I':1ik'f !J9-:.' 3-0. 2. . . . 2)' Vol. 1?if~ f.'iidn{l A'fflIiUfI Na.wilil';, PI'. 1724t . _ . !:!t.~~~-~.e!!:"~~~- of sound mind qand under no . C!vL~fuJ2_J C, /nL~)W () ~ ~ <t (lrkJc COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEBBER JR RICHARD L WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257-1397 __n____ lold ESTATE INFORMATION: SSN: 398-05-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 02/02/2007 POSTMARK DATE: 02/02/2007 COUNTY: CUMBERLAND DATE OF DEATH: 11/17/2000 NO. CD 007770 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $100.00 I I I I I I I I TOTAL AMOUNT PAID: $100.00 REMARKS: CHECK#150 INITIALS: JA RECEIVED BY: SEAL REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE nrC'C;' '~/NOTICE OF INHERITANCE TAX ::~ 'kPllCSEMENT, ALLOWANCE OR DISALLOWANCE '" i',':'OI=.'J)EDUCTIONS AND ASSESSMENT OF TAX '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX 210601 KlRRISIURG PA 17121-0601 2007 MAR 14 AM 8: 2 I REV-1547 EX AFP (06-05) DATE 03-05-2007 ESTATE OF BOGGS JAMES F DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-04-2007 ( See reverse side ""de, Objections ) A.ount Re.lttedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 fY!_~~~~~_!~!~_~!~~______~___!~!~!~_~~~~!_~~!!!~~_~~!_!~~!_!~~~!~!__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOGGS JAMES F FILE NO. 21 03-0723 ACN 101 DATE 03-05-2007 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Qovernmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax CLERK OF ORPHf1N'S COURT RICHARD L WEB~~k'P.J~'" ~~~' , FA WEIGLE & ASSOCIATES 126 EKING ST SHIPPENSBURG PA 17257 TAX RETURN WAS: (X) ACCa;PTED AS FILED RESERVATION CONCERNINQ FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN aASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Q) a. Total Assets If an assess.ent was Issued previously, lines reflect figures that Include the total of ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate la. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due NOTE: + INTEREST/PEN PAID (-) .00 DATE 02-02-2007 NUMBER CD007770 INTEREST IS CHARGED THROUGH 03-20-2007 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ) CHANGED Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 795.65 .00 27,550.00 (a) 28,345.65 (9) ClO) 1,693.50 .00 (11) Cl2) Cl3) Cl4) 1 . ~9'~ A ~O 26,652.15 .00 26,652.15 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. Cl5) (16) Cl7> (18) .00 X 00 . 26,652.15 X 045. .00 X 12 = .00 X 15 = Cl9)= .00 1,199.35 .00 .00 1,199.35 AMOUNT PAID 100.00 TOTAL TAX CREDIT aALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 100.00 1,099.35 384.10 1,483.45 ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .~' Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/31/2007 126 EAST KING STREET SHIPPENSBURG, PA 17257 -.---1 WEBBER RICHARD L JR ESQUIRE c=-~) ~':.': 0:> C'C) (....) RE: Estate of BOGGS JAMES F File Number: 2003-00723 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/17/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ir (# c?l~ . L.. _ tJ ,.t~,*,ht:lt~ ;\,;'7ft!U~.{,./ ..ll/Z~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA Name of Decedent: James F. Boggs Date of Death: November 17, 2000 File Number: 2003-00723 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: o u W 0:: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . ., IK] Yes"", (") ~ r- <:::::l ;;:;0 -- 'j ~ :or : :c (") 0 "J:>r- < . ?igj ..c.. l.1 ~ ^ \.0 ---; ':J y':J 0 .)C -n . :::0 .u--l );;~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is YES, state the following: -n :x N .. <::) <J1 DYes a. Did the personal representative file a final account with the Court? . . . . . . . b. The separate Orphans' Court No. (if any) for the personal representative's account is: DNo I ;:;~ C') .;::::) 'lJ ."-, rT'i r.:J C)-:::::> - ,'1;.q :.:n C) ...r:n (;~ DNa c Did the personal representative state an account informally to the parties in interest? ............................... ~Yes d. Copies of receipts, releases, joinders and approvals of fom1al or informal accounts may be filed with the Clerk of the Orphans' Court and ma~ be attached to this repo;, 2007 /'L/ 1/ <--^-- \ L~ Signature of Persoll Filing this Form DNo 0:.: kJ..>- kJ Low.=Z:: -.lCl::C -.l4..,C -oL: ..0 ::r:: ;;- ~C::_. .......~a5;:-:. <::) __ C<... z ~CC:;r :0('" t.-' ..~ l.J....J Q::;' ~. Capacity: DPersonal Representative [iJ C01.illsel Richard L. Webber. Jr.. Esquire Name of PerSOll Filing this FOrlll 126 East King Street Address = = ........ Shippensburg, PA 17257 (717) 532-7388 Telephone (~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BOGGS DANIEL 26 W MAIN ST NEWVILLE, PA 17241 fold REV-1162 EX111-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 010661 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssN: ass-o5-s5~o FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 12/18/2008 POSTMARK DATE: 12/18/2008 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/ 2000 101 ~ S 400.00 I TOTAL AMOUNT PAID: $400.00 REMARKS: RECEIPT GIVEN TO ATTY CHECK# 361 1 INITIALS: JN SEAL RECEIVED BY: GLENDA FARN(~R STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BOGGS DANIEL D 26 W MAIN ST NEWVILLE, PA 17241 -------- fold REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 010721 ESTATE INFORMATION: ssrv: 398-05-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 01 /02/2009 POSTMARK DATE: 1 2/31 /2008 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/ 2000 AMOUNT ACN ASSESSMENT CONTROL NUMBER 101 ~ S 300.00 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK#1431999719 INITIALS: JN RECEIVED BY: REGISTER OF WILLS S300.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS N m o~Q ~~ m ~~ -_ ~ ~ a ~NZ -` '~ 4 `\ ~~ - 4J ~c~ ~~ ~ ~ '~ v s c~~~ OI ~1 ..~ ,j ~ ~ . ~ ~ _ - .s~ ~ -~, © ~ ~c C''. ~ '~'J(1~ ~ ~ ~ lt~t 1U~ ~ -'~a ~1J ~., .. 9Z ~ZI Vic! Z-- ~~`R!~' c;~Z -+ jls~ ~ - ... - _ ' ~ _ ~ ~,~ ~`t•~ ti ~'~ ;- 14•t i,J 4'' ~ ...~ a~ ~~ eQ aa' JJ Qa i ~~. ~~ yti f 9F. d >7 O =~~ i_ si ~- N 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BOGGS DANIEL 26 W MAIN STREET NEWVILLE, PA 17241 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) N0. CD 010847 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ESTATE INFORMATION: SSN: 398-05-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 02/02/2009 POSTMARK DATE: 01 /30/2009 couNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2000 REMARKS: SEAL CHECK#1431999731 101 ~ 5300.00 TOTAL AMOUNT PAID: 5300.00 INITIALS: CJ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS `7~';~'t P ~ e { ~ '. ~r f" .._r ,, ~..,,. • '~-, _.. -..r; .. .. 249 ~'EB ~2 PN ~~~ 42 pRp~.At~YS, ~d~~R ,~A CUM°~g`~ ~,. °~ ,n N ~p r_ oA _ tr1 ~ aQ„ ~. ~. ~ ~'r ~3 ~~~ N r...~' L.L 1 -~. ..._. "..'1`"~ "'~ ~t I !~ ~~ 1 4J `~ '" .~~ ~--!" 2-~ ~~ `-~ ~ _"~ ~~ ~ y .~' d ,:. ~._.) ~ ~"'' .~ ... ..~ + .~... ..~ 1'~ jai ~+ S ..~., 1`~ .rd j _;4 ,~..~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAxES INHERITANCE TAX INHERITANCE TAX DIVISION S TATS M E N T O F AC C O U N T PO BOX 280601 i„' ; - HARRISBURG PA 17128-0601 ZO~~ yl~~# 30 ~ f2~ 27 O~f~HN,~~'S ~,~! ?RT DANIEL P BOGGS ~~~~~~~~~~~~ .f~.'~~~i ^:1„ ~Q 26 WEST MAIN STREET NEWVILLE PA 17241 REV-1607 EX AFP (12-OB) DATE 01-20-2009 ESTATE OF BOGGS JAMES F DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F- --------------------------------------------------------------------------- REV-1607 EX AFP C12-OS) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF BOGGS JAMES F FILE N0. 21 03-0723 ACN 101 DATE 01-20-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN 'fHE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 02-02-2007 CD007770 .00 100.00 12-18-2008 CD010661 .00 400.00 INTEREST IS CHARGED THROUGH 02-04-2009 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,199.35 500.00 699.35 532.57 1,231.92 C~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OE REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BOGGS DANIEL 26 WEST MAIN STREET NEWVILLE, PA 17241 '-'----- fold REMARKS CHECK#1431999740 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) N0. CD 010957 ACN ASSESSMENT AMOUNT CONTROL NUMBER TOTAL AMOUNT PAID: INITIALS: AJW S 100.00 SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ ~ ~ P` ~p ~~ a ~c~ r--. ,~ ~ c ~~ r ti n p ~~ ~7 ~` - ~~ ~... ..~ -._ ~a0 ~ ~ ~~~~. ~~o ~ ~ :,. v v v t rte.. v ~... '`.,. ~. .. + -.; ~ r'`~ ^_° ~ -J C' ~ *'~., .~ r. ~ ~. ~y _.. ~ ~ ~: ~ ~ ~.. rn.. 1 ~~ ,.~: ~~ ~.~ ~,~`' 4\ .~~ J '~ ~~ ~; ~` .s: ~ ~- ~~ '~« ~`~' \~~`. V '~ _ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INHERITANCE TAX DIVISION STATEMENT O F AC C O U N T PO BOX 280601 HARRISBURG PA 17128-0601 REV-1607 EX AFP C12-OB) DATE 03-02-2009 ESTATE OF BOGGS JAMES F DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND DANIEL P BOGGS ACN 101 26 WEST MAIN STREET Amount Remitted NEWVILLE PA 17241 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF BOGGS JAMES F FILE N0. 21 03-0723 ACN 101 DATE 03-02-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2007 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 1,199.35 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID C7 ~ 02-02-2007 CD007770 .00 100.00 `: 12-18-2008 CD010661 .00 400.00 -_' 12-31-2008 CD010721 .00 300 00 - ~ 01-30-2009 CD010847 .00 300.00 ' -~`c C _ c.._ :iT INTEREST IS CHARGED THROUGH 03-17-2009 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS'OUTLINED ON THE REVERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TDTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) N c~ .°o - , ) ) .C~ ; ~ ~-. ~ _> -~ ~ ~ ' ,=. W r ~~~ , ' ` f __~ ~~ ~ ~ _ , a_, ..7 ~ N -` -ri p . v 1,100.00 99.35 531.49 630.84 .~ C~3-~~~~ ~'' '~ ^ N o i'~ ~ ~ ~~~1 ~O ~ , ~ ~i'1 C7 ~ ~l', `_J m ,! _ '~i ~N~ z ;~> `T ~ _ ~' ~O _ _ ) ., , _ ~ ~~ , , ` O F IISA ~I RSiLLA55 ~C ~. I k c ,' f i E 4 I V s ~f ':9:. W y N U .+ v, C 4 a J L n z3 ~ a~ v q ,~ 7 V~ I L^Y ql Y ~r Q~ k `~ O c ~~ ~1 (1 J \ i zs-' S 9.~ Q.. 7 9~ O s ..c f J ~ O ~i 4/ 4 G`~ ~` f j~~ jh !s~ ~~~ •ri i:7 ri COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-7162 EX111-96) BUREAU OF INpIVIDUAL TAXES DEPT. 280601 HARgISRURG, PA 1')128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1064 BOGGS DANIEL DUPLICATE ACN ASSESSMENT AMOUNT CONTROL ---_- ,o,d NUMBER ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 398-05-6570 2103-0723 BOGGS JAMES F 04/01/2009 03/30/2009 CUMBERLAND 11/17/2000 TOTAL AMOUNT PAID: REMARKS: DANIEL BOGGS CHECK#1431999748 SEAL INITIALS: WZ RECEIVED BY: S 100.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) pEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1 181 BOGGS DANIEL 26 W MAIN STREET NEWVILLE, PA 17241 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold __________ ESTATE INFORMATION: ssN: ass-o5-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 05/01 /2009 POSTMARK DATE: 04/30/2009 couNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2000 REMARKS: SEAL CHECK#1431999752 101 ~ 5 200.00 TOTAL AMOUNT PAID: 5200.00 INITIALS: CJ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF' WILLS REGISTER OF WILLS • • t 1 ~n . y ~~ { a r..., ~ - ~, , _~ ~1 ~ - ~;~ C? ~ <, --c ~~r-- ~ zr>~. - -- _ ~->~_ S7 z D --~ --- J • ~~? t. ; t ~ 1 f~ ~~; .i CLEr~ ~ ~ ~ -, r ~~~ Cv" ;~ ?A j f. :~, ~ ~ ~ f'! y.K `i\ ~ k ~~- ~. +~ ~~, ~~ ~ t t-` £: '~:; ~ :~< ,.: r ~' ; O ~ ,~. ;c, '~, - ~ G~ •;. ns V ^j (~ Y ~..~ ~ ~ Cr v ~" ~ `, ~ 1 • ~~ ~ v ~ ~ ~ E U ~.~ a ~~~ ~3 ~ a~z c~?-. ~~Y t~~~'. t fir, { •eH r~: .,_, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 v, ~- lJri, f-,~ _ - _ "~ i DANIEL P BOGGS '~I ' . I _,,,. , 26 WEST MAIN STREET NEWVILLE PA 17241 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - ~~ I,NHERITANCE TAX &7ATEMENT OF ACCOUNT REV-1607 EX AFP (12-08) DATE OFi-11-2009 ESTATE OF BCIGGS JAMES F DATE OF DEATH 11.-17-2000 FILE NUMBER 21. 03-0723 COUNTY CUMBERLAND ACN 1 CI 1 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E- REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT **~ ESTATE OF BOGGS JAMES F FILE N0. 21 03-0723 ACN 101 DATE 05-11-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN 'THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID *** SUMMARY OF LL 006 PAYMENTS *** 03-30-2009 100.65- 1,300.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-31-2009 I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST ANII PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DIIE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,199.35 1,199.35 .00 430.59 430.59 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 11128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 01 1301 BOGGS DANIEL D 26 W MAIM STREET NEWVILLE, PA 17241 lala ESTATE INFORMATION: SSN: 3sa-o5-s5~o FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 06/01/2009 POSTMARK DATE: 05/29/2009 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2000 REMARKS: DANIEL BOGGS CHECK#1431999760 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 100.00 REV-1182 EXI11-9fi) TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY REGISTER OF WILLS S 100.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS ,~ _ ~~~ e i ti on_~ ~-~ ~~ ted da (~ ~ (~(~ r~~drr~ ~o ~1~~- ~.~-~d~p o~f-~'~n~~l~oyq y t -. i C~ ~ -- - >Lm ~ ~Or ~. ~C .8 t _~ _. i •• w _ i f j 6 i ". _ ~~ ~a '~ ~~ ~; `~j r ~~ ~- ~: ~3 0 m A m .. P7 a'w v :, ~~z ~. 0 -~ ,.t- 4 `~ S~ to .~ 7 ~ ~ ~ ~ w 7 ~!3 ~~~ G S._. ~, ~ ~ ~ r ~Q o ~~ _ w V V ~: ~: (rl ~} ~1 .N r~~ .~ S. ~ ,~ .+ n ~.'. .5 t a ' K' :+ ~ FFFF ~. , s v~ ~ ` ~ r ~ ;. ~ ~ ~~ ~: 2` .; r~~ ~ ~! i~~ ~:~ t~~, yt', `. Y~I 4t{~ 7 ii~~~~~~ ?~R T~ ~, ,c a w ~ a~ ~~ a°z ~'l. ~ iL ~,~ ,.,,,,yy 7(; :Y~ L~~. V _ W Vv ~~V//~ ~~.`` V a`~ r\ _ V~\\ j'V O )V `- ~1 ' L' ~/ ~J ~' ~ v ~,~ ~ ° ~` ~, ~- ~Y"' , ..~.. ,. , ~. ~_ .. -r ._ ._. ,~. t ~ ` ~ ~ t ~ ~ « ~. . 2~1f~9 J~~ ~ 9 ~~ d~~ ~ 1 ~~~~ F ~` '~ ~ A ` any- .. RT C~ ~ • ~~ ~~ ~ `~ "'•r `~ ,~.. w ~~~ w ~~ _~ 11\ • r ~~ ~\ wyy, ~~ ~r ~~M •~ tt„„~ i~ O r ~'. t ~•Y 3 ~` `€' ` ~ 1A z y • • ~~Ilo 7h;s e4f~rf~e ~~ 03-0~~3 'rt n~of6P ~ ~dymPnt : py~~d~aq f~i~e Af ~d~es 9~yyf 7 k~n(i-yo v P~~p~ ~~ ,~~ r.: ~, l "~ r ~ ~,.~ ,`~ ~... ~ Q .~..~ ~..~~ ,.,~ -•'! °I3' ~' .~... w ~_ :~:. ,,w._} ~~= ,`,. i , i t~ ..::fir ; .- w.k "`'t • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BOGGS DANIEL 26 W MAIN ST NEWVILLE, PA 17241 REV-1162 EX~11-96) N0. CD 01 1381 ~/ 01Y] ~.P~a~e W ~t~ c~ ~~3~'~ ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: 398-05-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 06/ 19/2009 POSTMARK DATE: 06/18/2009 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2000 REMARKS: SEAL CHECK# 1431999765 101 ( 579.59 TOTAL AMOUNT PAID: 579.59 INITIALS: JN RECEIVED BY: GLENDA EARNER STRASgAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 01 1389 BOGGS DANIEL 26 W MAIN ST NEWVILLE, PA 17241 -------- fold ESTATE INFORMATION: SSN: 398-05-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 06/ 22/ 2009 POSTMARK DATE: 06/ 18/2009 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2000 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 579.59 TOTAL AMOUNT PAID: 579.59 CHECK# 79.59 INITIALS: JN SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BOGGS DANIEL 26 WEST MAIN STREET NEWVILLE, PA 17241 fold ESTATE INFORMATION: ssN: 398-05-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 07/06/2009 POSTMARK DATE: 07/03/2009 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2000 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 570.00 TOTAL AMOUNT PAID: REMARKS: CHECK#1431999771 SEAL PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT INITIALS: AJW 570.00 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 01 1441 REGISTER OF WILLS ~~ ~~a3 ~Qa~ tier -t-h; ~ ~ h~~ 7~) b~ -~h~ (~~~ ~~ ~~%~ -~pr ~~1~ `fin ~,~~r-~2( n~~ 'f'~~ ~ 0( ~d ~ e~ ~~y~~ rht~k yEu a~ ~ ,~-' _~ ; ': J ` c :: ~; ^ V + y ~+4 ~ [[ © ~ -1 N ` ~ t ; _ W z ^' d ~~ ~ ~x ~~r ~ ~. ~ 9 ~ ~~', ,~ m ti a i.... i::~ ;..,. o:- t;'ri ;,i s,t t,j t j•:! ~. ._~ ~- a C'' ~ C (~ ~~ a-~ es .- G _ C ..S~ `~ J~ ~,~ ~ea ~-. ~.('~ f•~~ ~~ a p~1t j ~~`{~Y'IRJ,_ s£ =z~ Na 9- ~~~ ~°~~ ~ .:I i' ~f ~" . , ~e- .. *~1 ~. e 6,e ~. .~ yii fA'F 3. /Jtj~ D ~t °~` ~~ f, a } d ~ USA ~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO 80X 280601 HARRISBURG PA 17128-0601 COM DEP ~Td~NT OF REVENUE NIA ~~ . ~'j~t{ERITANCE TAX ,;~TJ4T~M~ENT OF ACCOUNT 2`~`!g JU! 10 ?~ 1 ~ 35 ,~;~ ~~ p ~~~.~'i~ ~C-~ ~~ DATE 06-29-2009 BOGGS JAMES F ESTATE OF DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND ACN 101 DANIEL P BOGGS Amount Remitted 26 WEST MAIN STREET NEWVILLE PA 17241 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for~~ th Your tax payment. ~ RETAIN LOWER PORTION FOR YOUR RECORDS _ _ _ _ _ _ _ _ _ _ _ CUT ALONG THIS LINE __ ______________________ - ***""" -1607 EX AFP C12-081 *** INHERITANCE TAX STATEMENT OF ACCOUNT REV 101 DATE 06-29-2009 ieMGS F FILE N0. 21 03-0723 ACN «TeTC sHOwN sELOw ESTATE OF liub~a - "`" -- THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STA IS A SUMMARY OF THE_PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS: PAYMENT RECEIPT DATE NUMBER *** SUMMARY OF 05-29-2009 DISCOUNT (+~ INTEREST/PEN PAID (-~ ALL 008 PAYMENTS *** 400.65- BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-30-2009 AMOUNT PAID 1,600.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ 1,199.35 1,199.35 .00 130.59 130.59 REV-1162 EXf11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: BOGGS DANIEL 26 WEST MAIN STREET NEWVILLE, PA 17241 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: SSN: 39s-o5-6570 FILE NUMBER: 2103-0723 DECEDENT NAME: BOGGS JAMES F DATE OF PAYMENT: 09/02/2009 POSTMARK DATE: 09/01 /2009 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 17/2000 AMOUNT 101 ~ S 19.00 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 3736 S 19.00 INITIALS: CJ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS NO. CD 01 1700 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA -- DEPARTMENT OF REVENUE suREau of INDIVIDUAL raxES J . ~ 1 INHERITANCE TAX INHERITANCE TAX DIVISION ., -- ~~~S TAT E M E N T O F AC C O U N T PO BOX 280601 HARRISBURG PA 17128-0601 REV-1607 EX AFP C12-08) %5~ SAP -2 F'~~ ~~ 5b DATE OS-03-2009 r CLE~sI;^ ~n~ OGG-I-fir ~' .'.~ .;Rii ff~~ f V~ ~ ,; ~ "' r' ~u DANIEL P BOGGS ~``~~'( 26 WEST MAIN STREET NEWVILLE PA 17241 ESTATE OF BOGGS JAMES F DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND ACN 101 amount Remitted ~ ~~ ,~a ~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 J" ' ` " upper _portion of_ ~_fg m w, c ayment. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If payment if for a RESIDENT DECEDENT, make check or money order payable to: Register of Wills, Agent If payment if for a NON-RESIDENT DECEDENT, make check or money order payable to: Commonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFDND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-13137. Applications are available online at www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-800-362-205D; se~~ces for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 CTT only). _ u M..... ~ ~Tl~;~ 5h~fd d.~-(-}~~ enJo-~ ~ame5~py~5 ~~-~~'~~e ~~~~ r~:, ~~ .-_, ~ ~_ _ ~ , =;~ , _ ,, ~: fT' ~ ._7a` ~? i ~ ' .'mss. _ ~ ~~ ~ ~ , ~ • v~~'v5n ~`~ 7 a . ~ ~ ti 4, `x t ~ 5 ~~° ' LL V~~~ t LL u ti y 4: 3 y xS ~ . r ~t ~~r t i i ~~ ~ s ~? ~ " ~~ i P ~.r i t,; ' - bra. ' ~' . x g e ,'s- ~ ~ ~ ~ ~ ~~~; Ct `~~' ~~S "~ ~ ,i~ 3 ~ ~1 tL., Vl 7 i ' `:~ " o, ,a , ~, , (,fir, _.~._ tt: -s ~ ~„ ,,~ ,., s, , d, cs' ~_ 9~ ~ s '~ `` ~ Q, ~ i ~ + J Y_. ~, ~ ~ ~ Q d ~ - ""~ ~ _ • •~.. ~ ~ ~ ~ d d. d O r N N O ~ ~ '' ef, O ~a m 'ia ai O Zi ~ ~ ~Ny •.:. .. ~' ~nri .. ~~ .s~^ r r y ,~."' ~~Y l~~l 4, ~t 1 ~, ~~ ~r~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA ...DEPARTMENT OF REVENUE INHERITANCE TAX -- -STATEMENT OF ACCOUNT c, ~r- ~,~ ,, DANIEL P BOGGS 26 WEST MAIN STREET NEWVILLE PA 17241 REV-1607 EX AFP (12-08) DATE 08-03-2009 ESTATE OF BOGGS JAMES F DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS •- --------------------------------------------------------------------------- REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *~* ESTATE OF BOGGS JAMES F FILE N0. 21 03-0723 ACN 101 DATE 08-03-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF AlL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 1,199.35 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID *** SUMMARY OF LL 010 PAYMENTS *** 07-03-2009 531.24- 1,749.59 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,218.35 19.000R .00 19.000R C ~f ~` `' v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~~-.r~~~~~~ ~~-'''~'~INH~ERITANCE TAX INHERITANCE TAX DIVISION ~ . ~ :.~~ ~"STA'r~MENT OF ACCOUNT PO BOX 280601 ~'`~ ~ ~, i'. `' ~ ' '' HARRISBURG PA 17128-0601 `~ ~" ` ~ ~~~ ~ ~{ ~ ~~~ ... .~ , , DANIEL P BOGGS ~'`' :'' ' ~'.~ :~ .. . 26 WEST MAIN STREET NEWVILLE PA 17241 DATE 10-13-2009 ESTATE OF BOGGS JAMES F DATE OF DEATH 11-17-2000 FILE NUMBER 21 03-0723 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-- --------------------------------------------------------------------------- REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF BOGGS JAMES F FILE N0. 21 03-0723 ACN 101 DATE 10-13-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-01-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 1,199.35 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID *** SUMMARY OF LL 011 PAYMENTS ~*~ 09-01-2009 531.24- 1,768.59 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,237.35 38.000R .00 38.000R